OpEnSeA wEn $SEA TGE? another “MOBILE TRADING APP launched” WHO CARES? but what if $SEA changes the lives of users who stayed? what changed, how much money OpenSea has, who may get $SEA, and when TGE could happen NFT market may be handing it a monopoly Here is the defense case: - Blur says its front end closes on November 12 - Blend stops taking new loans on the same date - the protocols stay onchain - but most users will not trade through raw contracts - Magic Eden now focuses mainly on Solana - OpenSea also entered Solana and now fights Magic Eden and Tensor there OpenSea has fewer real rivals than before A small hill still has a king Does OpenSea have enough money? The numbers look far worse than 2021 But they do not look fatal: - OpenSea generated over $1B in fees in both 2021 and 2022 - recent yearly fees sit near $25M - OpenSea keeps around $5M from that - the last 30 days brought around $1.5M in fees - OpenSea kept around $460K - the company raised $427M in total That is not peak NFT money But it may be enough to keep building OpenSea does not need to win tomorrow It only needs to survive longer than everyone else what OpenSea is building now The product is no longer just an NFT marketplace OpenSea now has: - a working mobile app - NFT trading - memecoin trading - swaps and bridges - perps - more supported chains The mobile app looks like the main focus But a few big pieces still look missing: - BNB Chain, BNB would open a huge trading market - TON, TON could bring gift holders and Telegram users - prediction markets? - a token launchpad could turn OpenSea into a real onchain super-app That is where this gets interesting Who may get the $SEA airdrop? No more points farming right? Three groups may matter most: - XP, treasure, and chest farmers - old OpenSea users - mobile app users Old users about to get a huge charity allocation? - many already left crypto - they already gave OpenSea the early volume it needed - the chest farmers likely win on raw volume - their activity is hard for old organic users to match - mobile app use may also matter, the team keeps pushing it for a reason - perp trading may count too - but without new points, burning money to farm perps makes little sense - use the product, show some real activity, do not donate money while guessing When does $SEA launch? - there is still no clear sign of a near TGE - what if OpenSea may launch $SEA in December 2027 That would mark the company’s tenth year (IMPORTANT FACT) The timing makes sense Also the market is not in full euphoria yet: - Bitcoin is not at $140K - Ethereum is not above $5K OpenSea has no reason to rush into a weak launch window, while silence does not mean no token It may only mean not yet Let’s take a guess, from chests farming: Assume $SEA launches at a $500M valuation This is the share of total supply each wave may need just to reach break-even: - wave 1: 3.315% - wave 2: 0.706% - wave 3: 0.328% - wave 4: 0.166% - wave 5: 0.302% Wave 6 was not calculated Now imagine OpenSea gives each wave at least 1% of supply Only wave 1 looks clearly stressed Wave 4 could print a huge multiple The real split will likely use more rules But the math shows one thing OpenSea does not need to give away half the token to make chest farmers happy OpenSea has less revenue than before But it still has money It has fewer rivals It keeps shipping It has a working mobile product And it has one clean way to turn years of building into value for the team, investors, and users I do not think OpenSea is dead, I think it is waiting And I still think $SEA 2027 is the year to watch We need big fat airdrop pls thx.

merch and cutie things @pudgypenguins make are peak crypto branding ngl appreciate ya @maximusss and @PudgyUkraine for this cutie gift for my lil crypto degen (and yeah Abstract and FP NFTs action its sad af, but damn how cutie all of these) also guess wut else we got 👀

did you sold the peak or are you gay??

i’m happy for u tho or sorry that happened @SBF_FTX will watch for sure wen refund of $300 my gud sir?